LTFS
DCUD

Ladenburg Thalmann Financial Services’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio DCUD Stock Details DCUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-400
Closed -$20K – 5633
2019
Q2 		$20K Hold
400
– – ﹤0.01% 4068
2019
Q1 		$20K Sell
400
-239
-37% -$11.6K ﹤0.01% 4020
2018
Q4 		$30K Sell
639
-61
-9% -$2.95K ﹤0.01% 3634
2018
Q3 		$33K Sell
700
-1,225
-64% -$58.2K ﹤0.01% 3605
2018
Q2 		$89K Hold
1,925
– – ﹤0.01% 2824
2018
Q1 		$89K Sell
1,925
-350
-15% -$17.2K ﹤0.01% 2824
2017
Q4 		$118K Sell
2,275
-200
-8% -$10.4K ﹤0.01% 2605
2017
Q3 		$126K Buy
+2,475
New +$126K ﹤0.01% 2453

Other funds holding DCUD

CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DCUD Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 400 shares — an estimated $20K sold.

Ladenburg Thalmann Financial Services first reported a position in DCUD in Q3 2017 and held it in 8 quarters. The position peaked at $126K in Q3 2017. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 400 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $20K.
  • Ladenburg Thalmann Financial Services first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q3 2017 and held it in 8 quarters.
  • Ladenburg Thalmann Financial Services's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $126K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.